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Aggressive = Equity Funds 70% | Balanced Fund 30%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 65.12 | 163,942 |
| 3 Year Return | 13.66 | 146,155 |
| 5 Year Return | 13.58 | 185,933 |
| 10 Year Return | 15.54 | 431,132 |
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 71.78 | 171,113 |
| 3 Year Return | 14.01 | 148,117 |
| 5 Year Return | 15.14 | 199,409 |
| 10 Year Return | 18.21 | 538,785 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 108.86 | 207,053 |
| 3 Year Return | 21.67 | 179,677 |
| 5 Year Return | 22.69 | 273,469 |
| 10 Year Return | 22.98 | 811,438 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 55.89 | 154,625 |
| 3 Year Return | 15.24 | 152,339 |
| 5 Year Return | 14.33 | 193,384 |
| 10 Year Return | 15.25 | 417,331 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 38.22 | 138,205 |
| 3 Year Return | 10.37 | 134,466 |
| 5 Year Return | 11.24 | 168,145 |
| 10 Year Return | 13.75 | 367,812 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 65.12 | 163,942 |
| 3 Year Return | 13.66 | 146,155 |
| 5 Year Return | 13.58 | 185,933 |
| 10 Year Return | 15.54 | 431,132 |
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 63.54 | 163,338 |
| 3 Year Return | 16.77 | 158,331 |
| 5 Year Return | 15.9 | 205,523 |
| 10 Year Return | 15.46 | 428,923 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 56.77 | 156,192 |
| 3 Year Return | 11.1 | 136,773 |
| 5 Year Return | 13.53 | 184,949 |
| 10 Year Return | 13.96 | 377,378 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 52.66 | 152,147 |
| 3 Year Return | 13.81 | 147,141 |
| 5 Year Return | 12.9 | 180,493 |
| 10 Year Return | 15.38 | 425,962 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 38.13 | 137,886 |
| 3 Year Return | 13.82 | 146,982 |
| 5 Year Return | 13.29 | 184,621 |
| 10 Year Return | 14.81 | 402,792 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 52.46 | 152,129 |
| 3 Year Return | 12.52 | 141,953 |
| 5 Year Return | 12.54 | 177,974 |
| 10 Year Return | 14.24 | 385,893 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 52.66 | 152,147 |
| 3 Year Return | 13.81 | 147,141 |
| 5 Year Return | 12.9 | 180,493 |
| 10 Year Return | 15.38 | 425,962 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 55.89 | 154,625 |
| 3 Year Return | 15.24 | 152,339 |
| 5 Year Return | 14.33 | 193,384 |
| 10 Year Return | 15.25 | 417,331 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 38.22 | 138,205 |
| 3 Year Return | 10.37 | 134,466 |
| 5 Year Return | 11.24 | 168,145 |
| 10 Year Return | 13.75 | 367,812 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 27.07 | 126,953 |
| 3 Year Return | 8.29 | 126,880 |
| 5 Year Return | 8.09 | 146,692 |
| 10 Year Return | - | - |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 55.89 | 154,625 |
| 3 Year Return | 15.24 | 152,339 |
| 5 Year Return | 14.33 | 193,384 |
| 10 Year Return | 15.25 | 417,331 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 38.13 | 137,886 |
| 3 Year Return | 13.82 | 146,982 |
| 5 Year Return | 13.29 | 184,621 |
| 10 Year Return | 14.81 | 402,792 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 40.9 | 140,807 |
| 3 Year Return | 11.28 | 137,622 |
| 5 Year Return | 9.66 | 156,875 |
| 10 Year Return | 13.32 | 354,002 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 28.08 | 128,086 |
| 3 Year Return | 9.51 | 131,086 |
| 5 Year Return | 9.65 | 157,416 |
| 10 Year Return | 9.66 | 252,175 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 27.07 | 126,953 |
| 3 Year Return | 8.29 | 126,880 |
| 5 Year Return | 8.09 | 146,692 |
| 10 Year Return | - | - |
Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.33 | 105,306 |
| 3 Year Return | 9.19 | 130,106 |
| 5 Year Return | 8.37 | 149,354 |
| 10 Year Return | 10.03 | 259,784 |
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.56 | 101,533 |
| 3 Year Return | 1.7 | 105,163 |
| 5 Year Return | 3.7 | 119,861 |
| 10 Year Return | 6.92 | 195,226 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.86 | 106,830 |
| 3 Year Return | 7.98 | 125,814 |
| 5 Year Return | 7.86 | 145,849 |
| 10 Year Return | - | - |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 23.12 | 122,975 |
| 3 Year Return | 7.52 | 124,154 |
| 5 Year Return | 7.78 | 144,632 |
| 10 Year Return | 10.3 | 267,300 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 13.36 | 113,238 |
| 3 Year Return | 9.43 | 130,894 |
| 5 Year Return | 9.27 | 155,294 |
| 10 Year Return | 10.34 | 268,377 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 28.08 | 128,086 |
| 3 Year Return | 9.51 | 131,086 |
| 5 Year Return | 9.65 | 157,416 |
| 10 Year Return | 9.66 | 252,175 |